Farrall Wealth
Financial Services
Valparaiso, Indiana, United States
8 employees
ABOVE
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Farrall Wealth Overview
- Headquarters
- Valparaiso, Indiana, United States
- Phone Number
- Available in AeroLeads
- Website
- farrallwealth.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2010
- Stock Symbol
- ABOVE
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Farrall Wealth
Farrall Wealth is an independently owned, boutique wealth management firm supported by LPL Financial. At Farrall Wealth, our mission is to be the stewards of your irreplaceable capital. We understand that your wealth is not our client, you are. We offer professional resources and expertise for developing client strategies based on thorough, objective research and analysis. Farrall Wealth takes a tailored approach to wealth management, providing clients with a system that strongly emphasizes holistic investment discussion. The four-phase plan, known as the Farrall Wealth Management System, walks clients along a path that seeks to grow, protect, preserve, and distribute their wealth. To learn more about Farrall Wealth, visit https://www.farrallwealth.com/ -- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Farrall Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Farrall Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joshua Kozel | Branch Operations Manager at Farrall | Valparaiso, Indiana, United States |
Email
Phone
|
| Myron Oppenheimer | Associate at Farrall Wealth | Baltimore, Maryland, United States |
Email
Phone
|
| John Farrall, Cfa | Chief Investment Officer | Sarasota, Florida, United States |
Email
Phone
|
| Greg Farrall, Aif®cpfa®cws®ppc® | Ceo/owner of Farrall Wealth a Virtual | Valparaiso, Indiana, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Operations | 1 | 1 | 1 |
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